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iShares ESG Optimized MSCI USA ETF

481 hedge funds and large institutions have $2.12B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 194 reducing their positions, and 16 closing their positions.

Holders
481
Holders Change
+11
Holders Change %
+2.34%
% of All Funds
6.46%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
38
Increased
118
Reduced
194
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWA
201
Crux Wealth Advisors
California
$783K 6,181 -24,466 -80%
Comerica Bank
202
Comerica Bank
Texas
$775K 6,117 +668 +12%
HCM
203
Hengehold Capital Management
Ohio
$766K 6,045 -386 -6%
CICC
204
Capital Investment Counsel (Colorado)
Colorado
$761K 6,000 -669 -10%
BONH
205
Bank of New Hampshire
New Hampshire
$759K 5,990
FFA
206
Farther Finance Advisors
California
$757K 5,973 -2,668 -31%
RFA
207
Rollins Financial Advisors
New York
$756K 5,968 -100 -2%
HBT
208
Hills Bank & Trust
Iowa
$753K 5,939
WDL
209
Well Done LLC
Michigan
$748K 5,906 +328 +6%
SWP
210
Stratos Wealth Partners
Ohio
$716K 5,652 -265 -4%
MFC
211
Morris Financial Concepts
South Carolina
$704K 5,555 +659 +13%
GIM
212
Glenmede Investment Management
Pennsylvania
$700K 5,524 +5,524 New
PCM
213
Parsons Capital Management
Rhode Island
$695K 5,481 -165 -3%
MWM
214
Modera Wealth Management
New Jersey
$694K 5,473
OCM
215
One Capital Management
California
$691K 5,454 -10,970 -67%
LI
216
LRI Investments
Florida
$688K 5,430
Bessemer Group
217
Bessemer Group
New Jersey
$688K 5,430 +5,430 New
WWM
218
WJ Wealth Management
Arizona
$684K 5,400
WCFA
219
Walkner Condon Financial Advisors
Wisconsin
$684K 5,397 +48 +0.9%
ML
220
McAdam LLC
Pennsylvania
$681K 5,376 +317 +6%
KDA
221
Kraft Davis & Associates
Missouri
$661K 5,097 -370 -7%
WFA
222
West Financial Advisors
Iowa
$661K 5,213
TWM
223
TriaGen Wealth Management
California
$655K 5,169 -22 -0.4%
FCAS
224
First Command Advisory Services
Texas
$645K 5,093 -7 -0.1%
SCM
225
SCS Capital Management
Massachusetts
$644K 5,080 -203 -4%